Group 1 - In October, several new car manufacturers reported record sales during the peak season, with Leap Motor achieving over 70,000 deliveries for the first time, marking a year-on-year increase of over 84% [1] - Hongmeng Zhixing delivered 68,216 new vehicles in October, setting a monthly delivery record and surpassing 1 million cumulative deliveries, the fastest among new brands [1] - Zeekr reported 61,636 vehicle deliveries in October, a year-on-year increase of 9.8%, with Lynk & Co also achieving significant sales [1] Group 2 - Xiaopeng Motors delivered 42,013 new vehicles in October, marking a historical monthly high and a cumulative delivery of 355,209 vehicles from January to October, a year-on-year increase of 190% [2] - NIO delivered 40,397 new vehicles in October, a year-on-year increase of 92.6%, with plans to accelerate deliveries of the new ES8 in November [2] - Li Auto's deliveries fell by 38% year-on-year in October, but the CEO indicated strong demand for the new Li i6 model, with over 70,000 orders [2] Group 3 - Among traditional car manufacturers' new brands, Deep Blue Auto sold 36,792 vehicles in October, with the Deep Blue S05 surpassing 20,000 units [3] - Avita sold 13,506 vehicles in October, while Lantu delivered 17,218 vehicles, reflecting an 82% year-on-year growth [3] - Aipai Technology reported sales of 31,107 vehicles in October, a year-on-year increase of 34.9%, and Zhiji Auto sold 13,159 vehicles [3]

踏入 11 月，新能源车企纷纷披露 10 月销售数据。 小鹏汽车公布，2025年10月，交付新车42013台，单月交付量创下历史新高，并连续2个月超过4万台。1 至10月，小鹏汽车累计交付355209台，同比增长190%。 智己汽车宣布，10月销售13159台。上汽旗舰智己LS9将于11月4日全球首发。理想汽车宣布，2025年10 月交付了31767辆汽车。小米汽车宣布，2025年10月，小米汽车交付量持续超过40000台。零跑汽车宣布 10月全系交付达70289台，同比增长超84%。 新能源汽车持续热销外，Robotaxi也在国内加速落地。 10月31日，元戎启行宣布与无锡市政府签约建设测试研发基地，进一步提速自动驾驶出租车 （Robotaxi）业务落地。元戎启行CEO周光表示，公司计划于今年年底以消费级量产车型落地Robotaxi 业务，届时将成为全国首家以消费级量产车开展Robotaxi业务的企业。 据了解，对比行业内普遍采用的"改装车+高精度地图"传统路径，元戎启行的Robotaxi车辆基于消费级 量产车打造，无需额外加装定制化传感器与专属硬件，部署成本更低，系统稳定性与平台兼容性更强。 技术层面，元 ...

【#小鹏汽车10月交付新车42013台#】 智通财经11月1日电，小鹏汽车公布，2025年10月，交付新车42013台，单月交付量创下历史新高，并连 续2个月超过4万台。1-10月，小鹏汽车累计交付355,209台，同比增长190%。(智通财经) ...

11月5日，"2025小鹏科技日"将在广州小鹏科技园举办，本届科技日以"涌现"(Emergence)为主题，与全 球鹏友分享在物理AI领域取得的最新突破。 小鹏汽车公布最新交付成绩显示，2025年10月，小鹏汽车共交付新车42,013台，同比增长76%，环比增 长1%，单月交付量创下历史新高，并连续2个月交付量超过4万台。2025年1-10月，小鹏汽车累计交付 355,209台，同比增长190%。2025年1-10月，小鹏汽车所交付的电动车相较于传统燃油车型，全生命周 期预计减碳量超556万吨，相当于9,196万棵中等树苗10年的固碳量。 ...

小鹏汽车公布，2025年10月，小鹏汽车交付新车42，013台，单月交付量创下历史新高，并连续2个月超 过4万台。2025年1-10月，小鹏汽车累计交付355，209台，同比增长190%。 ...

Core Insights - Li Auto reported a total delivery of 33,951 vehicles in September, with a year-on-year decline of 36.8% compared to 53,709 vehicles delivered in September 2024, marking a decrease of nearly 20,000 units [1] - The third quarter saw Li Auto deliver 93,211 vehicles, continuing a downward trend for the fourth consecutive month since June, although September's deliveries showed a 19% month-on-month increase from August's 28,529 vehicles due to the delivery of two new electric models, the i8 and i6 [1] - In contrast, Leap Motor led the market with a record delivery of 66,657 vehicles in September, achieving over 97% year-on-year growth, and a total of 395,516 vehicles delivered from January to September, reflecting a 128.8% increase [1] - Xpeng Motors delivered 41,581 vehicles in September, marking a year-on-year increase of approximately 95% and a month-on-month growth of 10%, with total deliveries reaching 313,196 vehicles for the year, up about 218% [1] - NIO reported 34,749 vehicle deliveries in September, a year-on-year increase of 64% and a month-on-month increase of 11%, setting a new historical high [1] - Xiaomi Auto also surpassed 40,000 vehicle deliveries in September, marking its first month of exceeding this threshold, following a previous milestone of over 30,000 deliveries in August [2] Company Performance - Li Auto's September deliveries: 33,951 vehicles, down 36.8% year-on-year [1] - Leap Motor's September deliveries: 66,657 vehicles, up over 97% year-on-year [1] - Xpeng Motors' September deliveries: 41,581 vehicles, up approximately 95% year-on-year [1] - NIO's September deliveries: 34,749 vehicles, up 64% year-on-year [1] - Xiaomi Auto's September deliveries: over 40,000 vehicles, first month exceeding this figure [2] Market Trends - Li Auto's deliveries show a recovery trend with a 19% month-on-month increase in September [1] - Leap Motor and Xpeng Motors demonstrate significant growth rates, indicating a competitive market landscape [1] - The overall performance of the electric vehicle sector remains strong, with multiple companies achieving record deliveries [1][2]

Core Insights - Xiaopeng Motors reported a record delivery of 41,581 vehicles in September 2025, marking a year-on-year increase of 95% and a month-on-month increase of 10% [1] - For the first nine months of 2025, Xiaopeng Motors achieved cumulative deliveries of 313,196 vehicles, representing a year-on-year growth of 218% [1] Delivery Performance - September 2025 deliveries reached 41,581 units, setting a new historical high for the company [1] - The month-on-month growth of 10% indicates a strong upward trend in delivery performance [1] - Year-on-year growth of 95% highlights the company's significant expansion in the electric vehicle market [1] Cumulative Deliveries - Cumulative deliveries from January to September 2025 totaled 313,196 units [1] - The year-on-year increase of 218% reflects the company's robust growth trajectory in the first three quarters of the year [1]

Group 1 - The core viewpoint of the article highlights that XPeng Motors achieved a record high in vehicle deliveries for September 2025, with a total of 41,581 units delivered, representing a year-on-year increase of 95% and a month-on-month increase of 10% [1] - For the period from January to September 2025, XPeng Motors has cumulatively delivered 313,196 vehicles, which marks a significant year-on-year growth of 218% [1]

Group 1 - The core viewpoint of the article highlights the significant growth in vehicle deliveries by XPeng Motors, with a record monthly delivery of over 40,000 units in September 2025, marking a historical high [1] - In September 2025, XPeng Motors delivered a total of 41,581 new vehicles, representing a year-on-year increase of 95% and a month-on-month increase of 10% [1] - For the period from January to September 2025, XPeng Motors achieved cumulative deliveries of 313,196 new vehicles, which is a remarkable year-on-year growth of 218% [1]

Core Viewpoint - The report from China Merchants Securities International maintains a "Buy" rating for Xpeng Motors (09868.HK) with a target price of HKD 115, reflecting a 2.5x price-to-sales ratio for the fiscal year 2025, indicating a higher valuation compared to other leading new energy vehicle manufacturers due to faster growth prospects [1] Group 1 - The forecasted revenue CAGR for Xpeng Motors from fiscal years 2024 to 2027 is 56%, significantly outpacing its peers [1] - The launch of new vehicles starting in May is expected to act as a catalyst for the company's stock price, with anticipated improvements in delivery capacity, average selling price (ASP), and gross margin [1] - In the first quarter of 2025, the company's net loss attributable to shareholders was RMB 660 million, narrowing by 51.5% year-on-year and 50.1% quarter-on-quarter, aligning with the firm's expectations [1] Group 2 - The strong product cycle initiated in May is expected to enhance the product lineup, with the company projected to achieve its first profit in the fourth quarter [1]